We style our services to fit with your financial needs and provide you with solutions for long term wealth preservation. Our team has far reaching experience and bridges cultural diversity and individual needs. We understand investors’ financial requirements and we go out of our way to help each investor and family attain its goals. Although we are well connected, we remain independent.

 

As trusted advisors we provide second opinions and strategy consulting to help support your business, your family affairs, the education of the next generation and succession as well as providing you with tailor-made investment opportunities. We offer concierge services, especially for overseas clients or newly established expatriates, who need time to find their way around Switzerland, its culture and its systems. 

We are experienced in creating tailor-made asset allocation strategies, and we coordinate and supervise the implementation.